Expectations in wealth management are changing, especially among the next generation. Younger high-net-worth clients and heirs expect seamless, consumer-grade digital experiences across every touchpoint. They expect the same from their banks. But in many institutions, their experience is still constrained by fragmented systems, manual handoffs, and inefficient interim solutions. It doesn’t just waste time – it damages client trust.
In a recent project with a leading bank, we looked at what it would take to simplify this complexity. The result: a central, easy to use Wealth Management Portal for both clients and advisors. In close collaboration with Finnoconsult, a digital pioneer in wealth experiences and part of the AOE Group, we built a platform that combines banking-grade integration with design excellence.
Portfolio Adjustments Based on Life Stages
By incorporating life events or goals (e.g., buying a house, retirement), as well as deliberately simulated risks, it is possible to demonstrate how portfolio adjustments can help achieve customers’ objectives.
Wealth advisors often have to juggle with a lot of different systems just to serve one client. There’s no single view of assets and no way to handle onboarding, portfolio analysis, or reporting in one place. Data is scattered. Processes don’t connect. Valuable time is lost – on both sides.
The result? Frustration for advisors and confusion for clients. Wealth teams don’t need more tools – they need fewer that do more. The challenge is simplifying without sacrificing control. That’s where a unified platform comes in.
The Solution: Digital Wealth Platform with All-in-One Tools
The central cockpit brings key tools and information into one place:
- A full overview of each client’s holdings – across all asset classes
- Scenario-based investment planning
- Reports that clients and advisors can tailor to their needs
- Integrated CRM and communication tools
- A digital onboarding journey – for individuals and legal entities
A central dashboard providing an overview of all relevant asset classes, with drill-down capabilities into specific applications. Available as a self-service option for clients, but especially designed to support interactive advisory sessions between advisor and client – digitally enhanced.
Business Impact: Faster Onboarding, Deeper Engagement
We worked with the client to assess not just the tech, but the business impact:
- A smoother onboarding journey that helps grow the client base (+2%)
- Better tools for portfolio engagement – leading to higher invested volume per client (+2%)
- Advisors saving up to 10% of their time, enabling them to support more clients
Scalable Wealth Platform for Institutional Growth
The cockpit was built to be flexible. It can be extended beyond wealth clients – to private banking, corporate, or even institutional segments. It enables:
- stronger risk oversight through consolidated portfolio views,
- easier onboarding for new advisors,
- a modern toolset that helps attract and retain talent.
This platform was engineered not only for current demands, but as the cornerstone of a scalable, future-ready operating model.
Secure Integration: From Core to CRM
A validated proof of concept showed that integration is feasible:
- APIs can link the cockpit to core banking, CRM, and existing tools
- Hosting can follow internal security and data governance standards
- The front- and backend design allows step-by-step rollout
Institutions stay in control – of data, systems, and timelines.
Advisor & Client Feedback: Real-World Impact
Feedback from both advisors and clients was unambiguous: the platform addresses long-standing pain points and unlocks real productivity. Advisors valued having everything in one place. Clients appreciated finally being able to see their full financial picture without having to ask.
Features like tailored reports and clear dashboards didn’t just save time. They led to more focused, confident conversations – and a shared understanding of goals.
Conclusion: A Platform That Scales Value, Not Complexity
The Wealth Management Platform isn’t a cosmetic upgrade. It’s a practical response to real challenges: too many systems, too little time, and rising client expectations. It helps advisors deliver better service and helps banks scale their operations without adding complexity.
Crucially, the Wealth Management Platform supports – rather than replaces – the personal 1:1 advisor-client relationship. The goal isn’t to digitize for the sake of it, but to free up time, reduce friction, and enable more meaningful, trusted conversations.
Which elements are digitized – and what’s offered as client self-service – should reflect each bank’s specific Wealth Management strategy. The platform is flexible enough to support different models, from high-touch advisory to hybrid approaches. At Axxiome, we help banks turn ideas like this into working solutions – fast. From first concept to full delivery, we bring the technical know-how and business experience to make transformation real.
Ready to simplify complexity in your wealth platform? Let’s explore together what works.
